Unclaimed
Heinz Volquarts is a financial professional with over 10 years of experience in the industry. Heinz is currently registered with State Street Global Advisors Funds Distributors, LLC and is a Series 7, Series 24, and Series 63 licensed professional. Prior to joining State Street Global Advisors Funds Distributors, LLC, Heinz was registered with VANGUARD MARKETING CORPORATION. Heinz is licensed in all 50 states and the District of Columbia.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
NY
02/09/2017 - Present
State Street Global Advisors Funds Distributors, LLC (New York NY)
PA
03/27/2013 - 01/05/2017
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 04/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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